Latest Institutional Purchases of Ishares Russell 3000 ETF (IWV)
This list provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
800New |
$187K - $220K
|
800
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
783New |
$184K - $215K
|
783
$298K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
783New |
$184K - $215K
|
783
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
765New |
$179K - $210K
|
765
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
764New |
$179K - $210K
|
764
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
735New |
$172K - $202K
|
735
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
435New |
$102K - $120K
|
435
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
328New |
$76.9K - $90.2K
|
328
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
265+ 30.64% |
$62.1K - $72.8K
|
1.13K
$430K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
185New |
$43.4K - $50.9K
|
185
$70.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
148New |
$34.7K - $40.7K
|
148
$56.3K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75New |
$17.6K - $20.6K
|
75
$28.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
73New |
$17.1K - $20.1K
|
73
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
56New |
$13.1K - $15.4K
|
56
$21.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 455.56% |
$9.61K - $11.3K
|
50
$19K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37New |
$8.67K - $10.2K
|
37
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.81% |
$3.05K - $3.57K
|
1.62K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.1% |
$2.34K - $2.75K
|
9.74K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.01% |
$234 - $275
|
100
$38.1K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.7KNew |
$3.58M - $3.87M
|
14.7K
$5.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$2.64M - $2.85M
|
10.8K
$4.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$2.4M - $2.59M
|
9.83K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.84K+ 3.38% |
$1.91M - $2.06M
|
240K
$91.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.11KNew |
$759K - $820K
|
3.11K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.49KNew |
$608K - $657K
|
2.49K
$949K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.56KNew |
$380K - $411K
|
1.56K
$593K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$171K - $184K
|
700
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
73New |
$17.8K - $19.2K
|
73
$27.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
52New |
$12.7K - $13.7K
|
52
$19.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
29New |
$7.07K - $7.64K
|
29
$11K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05KNew |
$1.63M - $1.79M
|
7.05K
$2.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$950K - $1.04M
|
4.1K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.68KNew |
$622K - $683K
|
2.68K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.24KNew |
$518K - $570K
|
2.24K
$852K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.21KNew |
$280K - $307K
|
1.21K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
975New |
$226K - $248K
|
975
$371K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
790New |
$183K - $201K
|
790
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
500New |
$116K - $127K
|
500
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
427+ 45.38% |
$98.9K - $109K
|
1.37K
$521K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
320+ 133.33% |
$74.1K - $81.4K
|
560
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
137New |
$31.7K - $34.9K
|
137
$52.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$18.3K - $20.1K
|
79
$30.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27New |
$6.25K - $6.87K
|
27
$10.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.04K
|
12.9K
$4.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 55.56% |
$1.16K - $1.27K
|
14
$5.33K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.21% |
$463 - $509
|
974
$371K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
753KNew |
$165M - $182M
|
753K
$287M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
32.4K+ 1008.09% |
$7.09M - $7.85M
|
35.6K
$13.6M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$2.52M - $2.79M
|
11.5K
$4.38M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
7.33KNew |
$1.6M - $1.77M
|
7.33K
$2.79M
|
|